Copeland Capital Management, LLC Q4 2025 Filing

Filed January 29, 2026

Portfolio Value

$4.5T

Holdings

297

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (297 positions)

#StockSharesValue% PortfolioType
1
ENSGENSIGN GROUP INC
641,400$111.7B2.49%
2
WCCWESCO INTL INC
363,904$89.0B1.99%
3
VMIVALMONT INDS INC
210,433$84.7B1.89%
4
EHCENCOMPASS HEALTH CORP
764,703$81.2B1.81%
5
PSMTPRICESMART INC
653,408$80.2B1.79%
6
TNLTRAVEL PLUS LEISURE CO
1,116,306$78.7B1.76%
7
YOUCLEAR SECURE INC COM CL A
2,237,026$78.5B1.75%
8
NXSTNEXSTAR MEDIA GROUP INC COMMON
376,621$76.5B1.71%
9
LFUSLITTELFUSE INC
300,113$75.9B1.69%
10
HOMBHOME BANCSHARES INC
2,622,015$72.8B1.63%
11
LMATLEMAITRE VASCULAR INC
888,977$72.1B1.61%
12
HLNEHAMILTON LANE INC CL A
524,166$70.4B1.57%
13
HXLHEXCEL CORP NEW
942,114$69.6B1.55%
14
KLICKULICKE & SOFFA INDS INC
1,477,365$67.3B1.50%
15
BCBRUNSWICK CORP
906,647$67.3B1.50%
16
CTRECARETRUST REIT INC
1,802,843$65.2B1.46%
17
WINGWINGSTOP INC
272,030$64.9B1.45%
18
BIPCBROOKFIELD INFRASTRUCTURE CORP
1,372,082$62.3B1.39%
19
USPHU S PHYSICAL THERAPY
786,114$61.4B1.37%
20
AAONAAON INC
799,977$61.0B1.36%
21
MTDRMATADOR RES CO
1,426,505$60.5B1.35%
22
CPKCHESAPEAKE UTILS CORP
478,586$59.7B1.33%
23
NSSCNAPCO SEC TECHNOLOGIES INC
1,420,792$59.2B1.32%
24
CHECHEMED CORP NEW
137,551$58.9B1.31%
25
OLEDUNIVERSAL DISPLAY CORP
503,699$58.8B1.31%
26
TRNOTERRENO RLTY CORP
987,395$58.0B1.29%
27
UNFUNIFIRST CORP MASS
295,381$57.0B1.27%
28
TTEKTETRA TECH INC NEW
1,663,090$55.8B1.25%
29
LSTRLANDSTAR SYS INC
381,235$54.8B1.22%
30
FSVFIRSTSERVICE CORP NEW SUB VTG
346,042$53.8B1.20%
31
SXISTANDEX INTL CORP
245,843$53.4B1.19%
32
K6BKBR INC
1,311,730$52.7B1.18%
33
KNSLKINSALE CAP GROUP INC
133,495$52.2B1.17%
34
PATKPATRICK INDS INC
478,999$51.9B1.16%
35
CGNXCOGNEX CORP
1,407,994$50.7B1.13%
36
CNSCOHEN & STEERS INC
804,732$50.5B1.13%
37
PRDOPERDOCEO ED CORP
1,716,850$50.4B1.12%
38
AZZAZZ INC
466,140$50.0B1.12%
39
CNXCCONCENTRIX CORP
1,088,922$45.3B1.01%
40
STESTERIS PLC SHS USD
175,671$44.5B0.99%
41
KWRQUAKER HOUGHTON
308,231$42.3B0.94%
42
AGMFEDERAL AGRIC MTG CORP CL C
240,905$42.3B0.94%
43
PWIPOWER INTEGRATIONS INC
1,173,907$41.7B0.93%
44
CASYCASEYS GEN STORES INC
74,457$41.2B0.92%
45
IRMDIRADIMED CORP
412,550$40.1B0.90%
46
UFPIUFP INDUSTRIES INC
434,821$39.6B0.88%
47
ALAIR LEASE CORP CL A
604,892$38.9B0.87%
48
MTRNMATERION CORP
304,939$37.9B0.85%
49
RSRELIANCE INC
130,776$37.8B0.84%
50
UTZUTZ BRANDS INC COM CL A
3,449,862$35.8B0.80%
51
LKFNLAKELAND FINL CORP
615,680$35.1B0.78%
52
CRAICRA INTL INC
173,473$34.8B0.78%
53
TRUTRANSUNION
367,393$31.5B0.70%
54
NYTNEW YORK TIMES CO CL A
451,811$31.4B0.70%
55
RGLDROYAL GOLD INC
139,408$31.0B0.69%
56
EEEXCELERATE ENERGY INC CL A COM
1,092,965$30.7B0.68%
57
JKHYHENRY JACK & ASSOC INC
166,627$30.4B0.68%
58
AVGOBROADCOM INC
86,072$29.8B0.67%
59
DTMDT MIDSTREAM INC COMMON STOCK
245,257$29.4B0.66%
60
NVTNVENT ELECTRIC PLC
282,078$28.8B0.64%
61
MSAMSA SAFETY INC
178,035$28.5B0.64%
62
NDSNNORDSON CORP
116,316$28.0B0.62%
63
DGXQUEST DIAGNOSTICS INC
159,637$27.7B0.62%
64
CHRCHURCHILL DOWNS INC
241,573$27.5B0.61%
65
DWDMORGAN STANLEY COM NEW
153,010$27.2B0.61%
66
ESQESQUIRE FINL HLDGS INC
265,550$27.1B0.61%
67
WINAWINMARK CORP
66,135$26.8B0.60%
68
DKSDICKS SPORTING GOODS INC
134,541$26.6B0.59%
69
BAHBOOZ ALLEN HAMILTON HLDG CORP
312,754$26.4B0.59%
70
DPZDOMINOS PIZZA INC
62,378$26.0B0.58%
71
WSCWILLSCOT HLDGS CORP COM CL A
1,377,098$25.9B0.58%
72
GFLGFL ENVIRONMENTAL INC SUB VTG
602,493$25.9B0.58%
73
PBPROSPERITY BANCSHARES INC
373,612$25.8B0.58%
74
SCVLSHOE CARNIVAL INC
1,520,739$25.7B0.57%
75
WHWYNDHAM HOTELS & RESORTS INC
337,749$25.5B0.57%
76
RHPRYMAN HOSPITALITY PPTYS INC
262,307$24.8B0.55%
77
MSFTMICROSOFT CORP
50,299$24.3B0.54%
78
FDSFACTSET RESH SYS INC
82,277$23.9B0.53%
79
CSLCARLISLE COS INC
74,288$23.8B0.53%
80
PRIPRIMERICA INC
91,164$23.6B0.53%
81
AAPLAPPLE INC
86,082$23.4B0.52%
82
MORNMORNINGSTAR INC
105,282$22.9B0.51%
83
VVISA INC COM CL A
63,602$22.3B0.50%
84
USLMUNITED STS LIME & MINERALS INC
185,956$22.3B0.50%
85
TPBTURNING PT BRANDS INC
204,188$22.1B0.49%
86
NXRTNEXPOINT RESIDENTIAL TR INC
732,005$22.0B0.49%
87
TSMTAIWAN SEMICONDUCTOR MFG LTD S
70,709$21.5B0.48%
88
GOOGLALPHABET INC CAP STK CL A
68,272$21.4B0.48%
89
LLYELI LILLY & CO
19,879$21.4B0.48%
90
HSTMHEALTHSTREAM INC
887,553$20.5B0.46%
91
JPMJPMORGAN CHASE & CO.
61,297$19.8B0.44%
92
BSYBENTLEY SYS INC COM CL B
502,202$19.2B0.43%
93
APHAMPHENOL CORP NEW CL A
138,617$18.7B0.42%
94
UMHUMH PPTYS INC
1,149,834$18.3B0.41%
95
MPWRMONOLITHIC PWR SYS INC
19,154$17.4B0.39%
96
WCNWASTE CONNECTIONS INC
98,766$17.3B0.39%
97
ABGCENCORA INC
50,488$17.1B0.38%
98
ATRAPTARGROUP INC
135,753$16.6B0.37%
99
A4SAMERIPRISE FINL INC
33,175$16.3B0.36%
100
POOLPOOL CORP
70,026$16.0B0.36%
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